Ameriprise Financial Services, Inc.
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
Ameriprise Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameriprise Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameriprise Financial Services, Inc. Salaries. You can even request information on how much does Ameriprise Financial Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Ameriprise Financial Services, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,444 Ameriprise Financial Services, Inc. employees in database. Find out everything there's to know about Ameriprise Financial Services, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameriprise Financial Services, Inc. Employees
Practice of Brian W. Mickelson, a Platinum Financial Services Practice with Ameriprise Financial October 1997 - Present
Ameriprise Financial Services, Inc. 2011 - Present
Education
University of Wisconsin-Stout 1992 — 1996
Bachelor of Science (B.S.)
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Retirement Planning Counselor, CRPC®
United Concordia August 2013 - Present
HealthAmerica May 2006 - 2013
Morneau Sobeco 2003 - 2006
Ameriprise Financial Services, Inc. May 2001 - May 2003
Clicks 1995 - 2001
Skills
Healthcare Consulting, Employee Benefits, Strategic Financial..., Sales Management, Insurance, Health Insurance, Disability Insurance, Account Management, Strategic Planning, Managed Care, Long-term Care, Process Improvement, Life Insurance, Brokers, Health Savings Accounts, Term Life Insurance, Healthcare, Team Building, Sales, Financial Analysis, Teamwork, Leadership, Motivational Speaking
Education
Colgate University 1990 — 1994
Bachelor of Arts (BA), Economics
Investment Professionals, Inc. (IPI) June 2009 - Present
Ameriprise Financial Services, Inc. December 2003 - June 2009
Skills
Wealth Management..., Retirement Planning, Strategic Financial..., Financial Analysis, Retirement, Investments, Estate Planning, Asset Allocation, Finance, Fixed Income, Fixed Annuities, Equities, Asset Management, Financial Planners, Insurance, Small Business, Wealth Accumulation, Wealth Management, Trust Services, Risk Management, Wealth, Financial Advisory, Series 63, Investment Advisory, Portfolio Management, Management, Securities, Mutual Funds, Series 7, Life Insurance, Financial Services, Financial Planning
Education
College for Financial Planning 2003 — 2003
Series 7 and Seriess 66, Comprehensive Financial Planning
College for Financial Planning 2003 — 2003
CRPC®, Chartered Retirement Planning Counselor
John F. Kennedy School 1980 — 1983
Raymond James Financial Inc. October 2013 - Present
Royal Danish Consulate March 2005 - Present
Edward Jones January 1997 - September 2013
Ameriprise Financial Services, Inc. March 1996 - January 1997
Hoyer Inc February 1992 - March 1996
Ciserv Inc January 1991 - February 1992
Maersk Line January 1990 - January 1991
Skills
Investments, Retirement Planning, Portfolio Management, Business Planning, Insurance Planning, Wealth Management, College Savings Plans
Education
College for Financial Planning 2010 — 2011
CFP® Certification
Keller Graduate School of Management 1993 — 1994
None
Aarhus School of Marine Engineering 1984 — 1990
BSME
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Services, Inc. March 2005 - February 2012
Ameriprise Financial Services, Inc. September 2002 - March 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA® Certification Program, Investment Management
College for Financial Planning 2006 — 2006
CRPC® Certification Program, Retirement Planning
College for Financial Planning 2004 — 2004
CFP® Certificant, Financial Planning
University of Minnesota-Crookston 1998 — 2002
Bachelor of Science (B.S.), Business Management, Marketing & Finance
Ameriprise Financial Services, Inc. January 2014 - Present
Ameriprise Financial Services, Inc. February 2005 - December 2013
Education
Penn State University 2000 — 2004
BS, Finance
College for Financial Planning
CRPC, Retirement Planning
Ameriprise Financial Services, Inc. September 2011 - Present
Merrill Lynch June 2007 - September 2011
A.G. Edwards May 2006 - June 2007
Northwind Capital 2005 - 2006
Geneva Trading 2003 - 2005
Education
UCLA Anderson School of Management
University of Wisconsin-Madison
College for Financial Planning
The Retirement Advisor University
Ameriprise Financial Services, Inc. February 1991 - Present
Education
College for Financial Planning 2012 — 2012
Accredited Portfolio Management Advisor
The American College 2002 — 2004
Certficate in Estate Planning and Taxation
The Institute of Business & Finance 1999 — 2000
CFS
College for Financial Planning 1991 — 1992
CFP
University of Missouri-Columbia 1968 — 1972
B.J., Newspaper Publishing
Ameriprise Financial Services, Inc. January 2007 - Present
Proviant Group, A financial advisory practice of Ameriprise Financial Services, Inc. January 1984 - January 2007
St. Cloud State University September 1973 - June 1984
Education
College for Financial Planning
Master of Science, Finance
St. Cloud State University
Bachelor of Arts, Speech Communication
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. August 2011 - July 2014
Ameriprise Financial Services, Inc. July 2009 - July 2011
Ameriprise Financial Services, Inc. March 2002 - July 2009
Ameriprise Financial Services, Inc. January 1999 - March 2002
Ameriprise Financial Services, Inc. January 1991 - December 2000
Ameriprise Financial Services, Inc. March 1994 - January 1999
Skills
Strategic Financial..., Investments, Retirement Planning, Series 7, Financial Advisory, Wealth Management, Investment Advisory, Leadership Development, Practice Management, Executive Coaching, Life Insurance, Lifestyle Coaching, Series 24, Series 65, Series 4, Series 51
Education
Strategic Coach Program 2004 — 2010
College for Financial Planning
CRPC - Chartered Retirement Planning Counselor, Finance, General
College for Financial Planning
CFP - Certified Financial Planner
Muhlenberg College 1986 — 1990
BA, Business
University of Warwick 1989 — 1989
Study Abroad
Andover High School 1982 — 1986
Series 7, 65, 63, 51, 24, 4
Ameriprise Financial Services, Inc. June 2014 - Present
Atlantic Capital Advisors, LLC August 2013 - June 2014
Ameriprise Financial Services, Inc. July 2011 - August 2013
RBC Wealth Management October 2000 - May 2011
General Motors/SITEL Corporation March 1999 - October 2000
The Mitchell Center of United Way March 1998 - February 1999
MCI WorldCom June 1996 - February 1998
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Securities, Uniform Combined State..., Portfolio Management, Fixed Annuities, Asset Managment, Series 65, Equities, Financial Services, Financial Advisory, Asset Management, Estate Planning, Asset Allocation, Business Networking, Financial Planning
Education
College for Financial Planning
Chartered Retirement Planning Counselor CRPC®,, Comprehensive Retirement Planning
The University of Texas at Austin 1994 — 1997
Attended, Biology; Business Management
Stephen F. Austin H.S. 1990 — 1994
Graduated with Honors
Ameriprise Financial Services, Inc. August 1977 - Present
Education
McPherson High School 1965 — 1968
Diploma
College for Financial Planning
Masters of Science, Financial Services
Wichita State University
Ameriprise Financial Services, Inc. April 2003 - Present
Skills
Customer Service, Education Planning, Protection Planning, Employee Benefits
Education
Certified Financial Planner Board of Standards, Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor℠
Tulane University 1996 — 2000
Bachelor of Science in Engineering
Adams Financial Partners June 2010 - Present
Ameriprise Financial Services, Inc. November 2009 - June 2010
Ameriprise Financial 2007 - November 2009
Education
College for Financial Planning 2013 — 2014
CFP, Financial Planning
Michigan State University 2004 — 2007
Bachelor of Arts, Finance
Endgame Financial Group, A financial advisory practice of Ameriprise Financial Services, Inc. January 2014 - Present
Hoffman, Anderson, and Associates, LLC January 2013 - Present
MIGADEZA Partners, LLC October 2009 - Present
Ameriprise Financial Services, Inc. February 1990 - Present
Education
The University of Chicago 1984 — 1988
BA, Political Science with a concentration in International Business Relations and Economics
Københavns Universitet 1987 — 1987
College Exchange Program, International Business Relations
College for Financial Planning 1999 — 1999
Chartered Retirement Planning Counselor™, Coursework focused on comprehensive retirement planning strategies
College for Financial Planning 1994 — 1995
CERTIFIED FINANCIAL PLANNER™ Practitioner, Coursework focused on comprehensive financial planning strategies
Fidelity Investments June 2009 - Present
Florida State College at Jacksonville January 2004 - December 2009
SunTrust Bank October 2005 - June 2009
SunTrust Bank February 2004 - October 2005
Wells Fargo June 2001 - February 2004
Ameriprise Financial Services, Inc. November 1998 - June 2001
Education
College for Financial Planning 1999 — 2003
Certified Financial Planner
University of North Florida - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Ameriprise Financial Services, Inc. 2006 - Present
Education
College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER™
Tulane University
Bachelor of Science Degree
Lynn University 2010 — 2011
M.B.A., Investment Management & Financial Valuation
The American College
ChFC®, Chartered Financial Consultant
College for Financial Planning
APMA®, Accredited Portfolio Management Advisor
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Brave Boat Capital Advisors August 2015 - Present
Credit Suisse May 2011 - August 2015
Barclays Wealth June 2010 - August 2010
Ameriprise Financial Services, Inc. July 2004 - May 2009
Skills
Investments, Financial Modeling, Private Equity, Venture Capital, Wealth Management, Portfolio Management, Risk Management, Investment Management, Asset Managment, Investment Advisory, Wealth, Tax, Financial Planners, Investment Strategies, Series 7, Consulting, Entrepreneurship
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics
York High School 1996 — 2000
Ameriprise Financial Services, Inc. September 1991 - Present
American Liver Foundation June 2009 - May 2011
American Liver Foundation October 2001 - May 2009
Ameriprise Financial January 1998 - October 1999
Ameriprise Financial March 1994 - December 1997
Education
College for Financial Planning 2010 — 2010
CRPC, Retirement Planning
Luther College 1986 — 1990
BA, Management
AIG Financial Network October 2013 - Present
MetLife June 2010 - October 2013
MetLife March 2008 - June 2010
Ameriprise Financial Services, Inc. August 2005 - March 2008
Skills
Insurance, Retirement Planning, Securities, Life Insurance, Retirement, Mutual Funds, Long Term Care Insurance, Disability Insurance, Variable Annuities, Term Life Insurance, Investment Strategies, Customer Service, Pension..., Pensions, Whole Life, Recruiting, Universal Life, Financial Planning, IRA..., Fixed and Variable..., Tax Sheltered..., Pension Payout..., Estate Conservation..., Charitable Giving..., Education Funding..., Medicare Supplement..., Personal Insurance, Universal Life Insurance, Variable Universal Life..., Whole Life Insurance, Disability Income..., Long-Term Care Insurance
Education
College for Financial Planning 2006 — 2006
Charterd Retirement Planning Counselor
Towson University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
The John Carroll School 1997 — 2001
Ameriprise Financial Services, Inc. October 2005 - Present
American Express May 2004 - October 2005
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC(R)
Pennsylvania State University University Park, PA
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. 2011 - Present
Ameriprise Financial Services, Inc. 1997 - 2011
Ameriprise Financial Services, Inc. 1988 - 1996
Ameriprise Financial Services, Inc. 1984 - 1996
Education
Shippensburg University of Pennsylvania
B.S. Behavioral Management
College for Financial Planning
Denver, Colorado
Ameriprise Financial Services, Inc. 2000 - Present
Ameriprise Financial Services, Inc. 2015 - 2015
Ameriprise Financial Services, Inc. 1996 - 2000
Skills
Client Management, Relationship Building, Business Planning, Business Strategy, Client Relationships, Community Relations, Community Service, Education Planning, Diligence, Ethical Character, Leadership, Protection Planning, Public Speaking, Team Building, Strategic Planning, Social Media
Education
College for Financial Planning
Chartered Retirement Plan Counselor, Retirement Planning
HighPoint Planning Partners December 2013 - Present
Ameriprise Financial Services, Inc. January 2003 - December 2013
Ameriprise Financial Services, Inc. January 2005 - January 2006
Education
Northern Illinois University 1996 — 2000
BS, Business
College for Financial Planning
CRPC, Finance and Financial Management Services
Ameriprise Financial Services, Inc. 2005 - Present
Education
College for Financial Planning
Chartered Retirement Planning Counselor
University of Delhi 1998 — 2000
MA in Philosophy
College of Commerce and Management Studies 1995 — 1998
Bachelor's degree, Finance, General
Ameriprise Financial Services, Inc. August 1984 - Present
Education
College for Financial Planning 1983 — 1984
CFP, Financial Planning
Penn State University 1974 — 1978
B.S.
Elizabethtown Area High School 1968 — 1974
Urielpure July 2010 - Present
David Lerner Associates, inc. October 2008 - July 2009
JPMorgan Chase September 2006 - July 2008
Ameriprise Financial Services, Inc. May 2003 - July 2006
Ameriprise 2003 - 2006
Skills
Investments, Equities, Fixed Income, Asset Managment, Strategic Financial..., Financial Analysis, Financial Modeling, Insurance, Risk Management, Asset Allocation, Retirement Planning, Budgets, Mutual Funds, Wealth Management, Microsoft Excel, Series 63, Estate Planning, Uniform Combined State..., Asset Management
Education
Colgate University 1999 — 2003
Molecular Biology / Economics
Ameriprise Financial Services, Inc. June 2000 - Present
Ameriprise Financial Services, Inc. October 2004 - March 2009
Education
University of Wisconsin-Madison 1996 — 2000
BS, Personal Finance
College for Financial Planning 2006 — 2007
CRPC, Chartered Retirement Planning Counselor
Magruder High School 1992 — 1996
Ameriprise Financial Services, Inc. 1984 - Present
Simplex Time Recorder 1982 - 1984
Education
College for Financial Planning
CFP®, Financial Planning
University of Connecticut
MBA, Finance
Middlebury College 1973 — 1977
MA, English at the Bread Loaf School of English
University of Massachusetts, Amherst 1966 — 1970
BA, English
Ameriprise Financial Services, Inc. 1984 - Present
Pacific States Aviation January 1980 - April 1984
Education
College for Financial Planning 1985 — 1989
Certified Financial Planner, College for Financial Planning
California State University School of Business and Economics 1980 — 1985
BS Business Administration - Finance, Finance and Accounting
Financial planner April 2014 - Present
CLA Financial Advisors LLC March 2011 - April 2014
Ameriprise Financial Services, Inc. September 2006 - March 2011
Skills
Estate Planning, Finance, Financial Advisory, Financial Goals, Financial Services, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Tax, Wealth Management, Retirement, Investment Advisory, Securities, Asset Allocation
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Retirement Planning.
Northwestern University 2001 — 2006
BS, Learning and Organizational Change
Berkley High School
Ameriprise Financial Services, Inc. 2006 - Present
Ameriprise Financial 2001 - 2006
PricewaterhouseCoopers 1998 - 2001
Education
Northeastern University 1994 — 1999
BSBA, Finance and Accounting
College for Financial Planning
AAMS, CMFC, Finance
Ameriprise Financial Services, Inc. June 2005 - Present
Education
College for Financial Planning 2006 — 2007
CRPC®, Financial Planning
University of Alabama in Huntsville 2001 — 2005
BS, Finance
Parsippany High School 1997 — 2001
Ameriprise Financial Services, Inc. 2005 - Present
Sprint May 1999 - May 2005
Education
College for Financial Planning 2009 — 2011
Masters of Science, Personal Financial Planning
College for Financial Planning 2006 — 2008
CFP®, Financial Planning
The University of Texas at Arlington - College of Business 2002 — 2005
BBA, Finance
Wells Fargo April 2012 - Present
The Weatherly Group October 2009 - April 2012
Ameriprise Financial , Inc September 2004 - March 2009
American Express Financial Advisors September 2000 - September 2004
Ameriprise Financial Services, Inc. 1995 - 2000
Ameriprise Financial Services, Inc. 1990 - 1995
Ameriprise Financial Services, Inc. 1986 - 1990
Skills
Change Management, Business Transformation..., Business Case, SDLC, Organizational Design, Project & Program..., Risk Planning &..., Business Planning, Analysis & Decision..., Operational..., Integration, Cross-functional Team..., Operational Excellence, Business Transformation, Financial Services, Program Management, Leadership, Team Building, Marketing, Recruiting, Strategy, Management Consulting, Business Analysis, Management
Education
Project Management Institute 2009 — 2010
PMP, Program Management
Six Sigma 2003 — 2003
Six Sigma - Green Belt
College for Financial Planning
CFP, Financial Planning
Montana State University-Bozeman
BS, Triple Major - Accounting, Finance & Business Management
NASD/FINRA
Series 6, 7 & 24 Licensure, Financial
Rick Hill imports October 2009 - Present
Ameriprise Financial Services, Inc. August 2008 - October 2009
Merrill Lynch, Inc May 2005 - August 2008
Lady & Son Equip. Co., Inc May 2001 - December 2004
Wallace Nissan, Mitsubishi, Olds February 1988 - April 2001
Skills
Management, Sales, Marketing, Committed to Customer..., Purchasing Negotiation, Arbitration, Listening to customers, Responsiveness, Highly responsible, Committed to..., Integrity, Professional Ethics
Education
College for Financial Planning 2006 — 2006
CRPC, Retirement Planning
East Tennessee State University 1970 — 1974
BS, Industrial Mgmt
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial Services, Inc. December 2013 - Present
Ameriprise Financial Services, Inc. November 2008 - Present
Ameriprise Financial Services, Inc. January 2004 - Present
Ameriprise Financial Services, Inc. 2003 - Present
Ameriprise Financial Services, Inc. 1998 - Present
Education
College for Financial Planning 2014 — 2015
AAMS®, Accredited Asset Management Specialist(SM)
College for Financial Planning 2013 — 2014
AWMA®, Accredited Wealth Management Advisor(SM)
College for Financial Planning 2008 — 2008
CFP®, CERTIFIED FINANCIAL PLANNER(TM) practitioner, Financial Planning and Services
College for Financial Planning 2003 — 2004
CRPC®, Chartered Retirement Planning Counselor(SM)
The University of South Dakota School of Law 1995 — 1998
Juris Doctor, Law
The University of South Dakota 1991 — 1995
Bachelor of Science, Criminal Justice/Psychology
VALIC February 1998 - Present
The Acacia Group LLC May 1995 - February 1998
Ameriprise Financial Services, Inc. January 1992 - December 1994
Ameriprise Financial Services, Inc. January 1986 - December 1991
Ameriprise Financial Services, Inc. September 1984 - January 1986
Education
College for Financial Planning 1989 — 1993
CFP®, Cash Management, Debt Management; Protection, Investment, Retirement, Tax and Estate Planning.
University of Pennsylvania 1977 — 1979
MSW, Family Social Work
Muhlenberg College 1972 — 1977
B.A., BSW, Psychology, Social Work
Colby-Sawyer College January 2013 - Present
Mascoma Savings Bank May 2014 - September 2014
Ameriprise Financial Services, Inc. January 2014 - May 2014
Colby-Sawyer College Student Managed Investment Fund January 2014 - May 2014
Colby-Sawyer College August 2013 - December 2013
Colby-Sawyer College September 2011 - September 2013
Colby-Sawyer College August 2012 - September 2012
Vibes National Youth Monthly Newspaper August 2009 - January 2011
Skills
Accounting, Microsoft Office, QuickBooks, Project Planning, Project Management, Data Entry, Leadership, Public Speaking, Computer Graphics Design, Artwork, Research, Financial Accounting, Program Management
Education
Colby Sawyer College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ameriprise Financial Services, Inc. February 2014 - Present
Education
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC®, Retirement Planning
Loyola University of Chicago 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Ameriprise Financial Services, Inc. July 2004 - Present
NUR Macroprinters 2002 - 2004
Konica Business Technologies, Inc. 1997 - 2002
VoiceCom Sytems, Inc. 1993 - 1997
Konica Business Machines, Inc. 1988 - 1993
Thermco, Inc. 1986 - 1988
Royal Business Machines 1984 - 1986
Education
College of Financial Planning 2007 — 2007
CRPC®, Chartered Retirement Planning Counselor
Manhattan College 1980 — 1984
BS, Business Administration, Marketing/Computer Science
West Orange High School 1977 — 1980
College Prep
Fidelity Investments November 2011 - Present
Ameriprise Financial Services, Inc. November 2005 - November 2011
Education
College for Financial Planning 2009 — 2010
CRPC, AAMS, AWMS, Wealth Management, Retirement Planning
Wright State University 1999 — 2004
Bachelor Science, Marketing, Finance
CFP Board
CFP Certified Financial Planner
Ameriprise Financial Services, Inc. 2004 - Present
Illinois State University August 2003 - May 2004
Education
Northwestern University 2007 — 2007
Continuing Education Studies
College for Financial Planning 2005 — 2005
Chartered Retirement Planning Counselor
Illinois State University 2002 — 2004
MBA, Management, Finance
Illinois State University 1997 — 2001
Bachelors of Science, Marketing
Ameriprise Financial Services, Inc. June 2013 - Present
Education
College for Financial Planning 2013 — 2013
RP®, Registered ParaplannerSM, FFPN, Foundations in Financial Planning
Kaplan University 2013 — 2013
Insurance
Northern Michigan University 2000 — 2004
Bachelor of Arts (B.A.), Education
Marquette Senior High School 1996 — 2000
Marquette Center For Dance 1994 — 2000
Ballet
Ameriprise Financial Services, Inc. 1997 - Present
Globe Mortgage 1992 - 1997
Citicorp/Citibank 1985 - 1992
Citicorp Mortgage 1985 - 1992
Education
Fairleigh Dickinson University 1985 — 1988
MBA, Finance
Colgate University 1978 — 1982
Bachelor of Arts, Economics/Geology
Hawthorne High School
Ameriprise Financial Services, Inc. 2005 - Present
Northwest Freedom Corp. August 2002 - July 2005
Rent-A-Center January 2001 - July 2002
Skills
Financial Analysis, Retirement Income..., Retirement Planning, Insurance, Estate Planning, Wealth Management, Investments, Long-term Care
Education
College for Financial Planning
CRPC
Ameriprise Financial Services, Inc. 1998 - Present
The Pelham Country Club 1993 - 1997
The Pelham Country Club 1990 - 1993
US Army 1988 - 1990
Skills
Retirement Planning, Retirement, Financial Planning, Finance, Estate Planning, Management, Event Management, Leadership, Investments, Wealth Management, Team Building
Education
College for Financial Planning 2009 — 2015
Chartered Retirement Planning Counselor - CRPC, Retirement Strategies and Advice
Isenberg School of Management, UMass Amherst 1984 — 1988
Bachelor of Science, Hospitality Management & Finance
Ameriprise Financial Services, Inc. February 2008 - Present
UBS Wealth Management January 1994 - February 2008
David Lerner Associates, Inc. March 1988 - January 1994
Warner-Lambert Company 1974 - 1988
Education
Columbia University in the City of New York 1970 — 1972
Master of Business Administration (MBA), Finance, General
College for Financial Planning
Master of Science (MS), Financial Planning and Services
IESE Business School - University of Navarra
PDD, Business Administration and Management, General
Saint Peter's College
Bachelor of Science (BS), Accounting
Atlantic Capital Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2013
Raymond James & Associates, Inc March 2005 - June 2011
UBS October 1999 - March 2005
Everen Securities January 1995 - October 1999
Smith Barney January 1991 - December 1994
Mckinney & Taylor Real Estate January 1973 - May 1985
Skills
Retirement Planning, Asset Allocation, Asset Management, Securities, Insurance, Investment Strategies, Financial Advisory, Banking, Wealth, Financial Planners, CRM, Long-term Care
Education
University of Arkansas at Little Rock 1970 — 1972
English, biology, anthropology
University of Arkansas at Little Rock 1970 — 1972
College for Financial Planning
Accredited Domestic Partnership Advisor ADPA®, Comprehensive Financial Advice to Domestic Partners
College for Financial Planning
Chartered Retirement Planning Counselor CRPC®, Comprehensive Retirement Planning
The American College
Certified Financial Planner CFP®, Comprehensive Financial Planning
Objective Planning September 2011 - Present
Waddell & Reed 2009 - 2011
Ameriprise Financial Services, Inc. 2006 - 2009
City of Plano 2001 - 2004
City of Dallas 2000 - 2001
Skills
Strategic Financial..., Budgets, Retirement Planning, Management Consulting, Public Speaking, Small Business, Financial Analysis, Series 7, Entrepreneurship, Statistics, Project Planning, Finance, Investments, Risk Management, Mutual Funds, Budgeting, Financial Planning, Listening to customers, Marketing, Team Building, Strategic Planning
Education
University of Washington 2004 — 2006
MPA
University of North Texas 2000 — 2001
Master of Library Science
Colby College 1993 — 1996
Bachelor of Arts, Art and Performing Arts
University School of Nashville
High School
Ameriprise Financial Services, Inc. 1982 - Present
Southeastern Ohio Speech and Hearing Center, Inc. 1978 - 1982
Education
Ohio University 1980 — 1982
MBA, Finance
Cleveland State University 1975 — 1977
MA, Audology
St. Joseph's College 1970 — 1974
BA, Biology
Principal Financial Group November 2013 - Present
Ameriprise Financial Services, Inc. June 2009 - November 2013
Suncoast Ford September 2007 - August 2008
AutoNation July 2002 - September 2007
Skills
Social Security, Insurance, Strategic Financial..., Sales Management, Team Building, Management, Investments, Finance, Leadership, Business Planning, Retail, Pensions, Strategy, Sales, Estate Planning, Succession Planning, Disability Insurance, Automotive, Wealth, Retirement, Tax
Education
The University of Texas at Austin 2011 — 2013
Bachelor of Business Administration (BBA), Financial Planning, Investment Management, Business Retirement Plans
The University of Texas at Austin 1982 — 1986
BBA, Marketing
College for Financial Planning 2009 — 2011
CRPS® Chartered Retirement Plans Specialist, CRPC® Chartered Retirement Planning Counselor,, Business Retirement Plan Design and Implementation
Southern Methodist University - Cox School of Business 2000 — 2001
Certificate of Completion, Philosophy of Business Management
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial Services, Inc. December 2011 - April 2013
Ameriprise Financial Services, Inc. August 2010 - December 2011
Ameriprise Financial Services, Inc. January 2010 - August 2010
Ameriprise Financial Services, Inc. April 2009 - January 2010
Skills
Employee Training, Series 7, Coaching, Training, Salesforce.com, Project Management, Retirement, Retirement Planning, Strategic Financial..., Series 63, Management, Uniform Combined State..., Process Improvement, Estate Planning, Recruiting, Fixed Annuities, Insurance, Mutual Funds, Financial Services, Series 24
Education
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor
University of Wisconsin-Madison 2003 — 2007
Bachelor's Degree, Economics
Ameriprise Financial Services, Inc. September 1991 - Present
Ameriprise Financial Services, Inc. September 1991 - Present
Education
Stonehill College 1984 — 1988
Bachelor of Science, Health Care Administration
College for Financial Planning 1992 — 1994
CFP Professional Education Program
Securities and Insurance
Series 7, Series 63, Life, Accident & Health
C&P Wealth Management, LLC July 2009 - Present
Ameriprise Financial Services, Inc. July 2007 - July 2009
Ameriprise Financial June 2004 - July 2007
American Express Financial Advisors December 2001 - June 2004
Sarnoff Corporation 2000 - 2000
Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Financial Advisory, Series 9, Series 10, Series 66, Investments, Retirement Planning, Investment Advisory, Estate Planning, Mutual Funds, Retirement, 401k, 403 b
Education
Penn State University 1997 — 2001
BS, Finance
American College 2008 — 2009
Certified Financial Planning Certification, Chartered Financial Consultant Designation
Certified Financial Planner Board of Standards 2008 — 2009
College for Financial Planning 2005 — 2008
Certified Retirement Planning Consultant, Accredited Asset Management Specialist
Institute of Business and Finance 2003 — 2004
Certified Funds Specialist Designation
Berkshire School 1996 — 1997
Pennsbury High School 1992 — 1996
Ameriprise Financial Services, Inc. August 1995 - Present
Huntington National Bank February 1987 - August 1995
Education
College for Financial Planning 2007 — 2007
CRPC, Finance
Franklin University 1990 — 1994
Bachelor of Science, Finance, Business Management
Ameriprise Financial Services, Inc. December 1992 - Present
WEEI, Boston 1981 - 1992
Education
Guilford College 1968 — 1970
BA, History, English
College for Financial Planning
Revenue Solutions, Inc. July 2015 - Present
Eastern Funding LLC June 2014 - August 2014
Ameriprise Financial Services, Inc. May 2013 - July 2013
Skills
Java, Python, Stata, SAS programming, C, Linux, Valgrind, Object Oriented Design, Operating Systems, Artificial Intelligence, Machine Learning
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Computer Science and Economics, 3.45
Olesen Wealth Management / The Philadelphia Group / LPL Financial May 2010 - Present
Ameriprise Financial Services, Inc. May 2006 - May 2010
Ameriprise Financial Services, Inc. May 2006 - May 2010
Corporate Financial Advisors June 2000 - December 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Planners, Finance, Estate Planning, Retirement, Financial Advisory, Investments, Wealth, Strategy, Personal Finance, Securities, Comprehensive Financial..., Investment Management, Retirement Plan..., Financial Planning, Charitable Giving..., Wealth Management..., High Net Worth..., Personal Financial..., Portfolio Management, Asset Management, Investment Advisory, 401k Rollovers, Holistic Financial..., Certified Financial..., Wealth Accumulation, Asset Allocation
Education
James Madison University - College of Business
Bachelor of Science, Economics
College for Financial Planning 2010 — 2011
Certified Financial Planner Certfication Program, Financial Planning
College for Financial Planning 2009 — 2010
CRPC, Certified Retirement Planning Counselor
Ameriprise Financial Services, Inc. October 1980 - Present
Ameriprise Financial Services, Inc. October 1980 - Present
Skills
Investment Strategies, Woman's Financial..., Estate planning..., Wealth perservation..., Retirement income..., Wealth Management..., Strategic Financial..., Public Seminars, Investments, Estate Planning, Wealth Management, Retirement, Finance, Retirement Planning, Series 7, Investment Advisory, Mutual Funds, Asset Allocation, Series 63, Series 6, Wealth Accumulation, Saving for Education, Financial Advisory, Wealth, Financial Planners, 401k Rollovers, Portfolio Management, Management, Financial Services, Insurance, Fixed Annuities, Asset Management, Securities, Public Speaking, Equities, Financial Analysis, Life Insurance, Leadership, Financial Planning
Education
College for Financial Planning 1981 — 1985
Certified Financial Planner (CFP), Financial Planning
Youngstown State University 1968 — 1971
New Castle High School 1966 — 1968
Ameriprise Financial Services, Inc. December 2001 - Present
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Planning Counselor
Intitute of Business and Finance 2005 — 2005
Certified Fund Specialist
North Dakota State University 1997 — 2001
Ameriprise Financial Services, Inc. December 2004 - Present
SMI December 2002 - December 2003
Garden Ridge December 2000 - December 2002
Montgomery Ward December 1996 - December 2000
Mothertime December 1993 - December 1996
Education
College for Financial Planning
CRPC, Retirement Planning
Ohio University
Capuzziello Wealth Management Group June 2013 - Present
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Financial Services, Inc. May 2001 - Present
Ameriprise Financial Services, Inc. 2007 - 2010
Diatide Research Laboratories March 2000 - May 2001
Diatide, Inc. July 1997 - June 1999
Education
Institute for Divorce Financial Analysts 2012 — 2013
Certified Divorce Financial Analyst
College for Financial Planning
Chartered Retirement Planning Counselor
First National Bank of Omaha April 2013 - Present
Raymond James Financial, Inc. June 2015 - Present
Special Olympics 2007 - Present
Ameriprise Financial Services, Inc. August 2008 - April 2013
Wachovia Securities July 1998 - August 2008
PaineWebber October 1986 - July 1998
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Money Management, Retirement Planning, Wealth Management..., Insurance, Estate Planning, Risk Management, Charitable Gift Planning, Strategic Financial...
Education
College for Financial Planning 2008 — 2012
Master of Science (M.S.), Financial Planning
University of Nebraska at Omaha 1980 — 1985
Bachelor of Science, Biology & Business Administration
University of Nebraska-Lincoln 1975 — 1980
Bachelor of Science, Zoology
Ameriprise Financial Services, Inc. May 2014 - Present
Ameriprise Financial Services, Inc. May 2006 - Present
Ameriprise Financial Services, Inc. January 2006 - March 2006
Foxwoods Resort Casino September 2003 - May 2005
Horry County Fire Rescue March 2001 - August 2003
City of Georgetown, SC January 1999 - February 2001
Education
Coastal Carolina University 1996 — 2000
Stonington High School 1992 — 1996
Ethos Financial Partners, a Financial Advisory Practice of Ameriprise Financial Services October 2009 - Present
Ameriprise Financial Services, Inc. March 2006 - October 2009
SMC August 2003 - February 2006
Eilar Associates June 2002 - June 2003
Education
University of Pennsylvania
College for Financial Planning
The American College
Ameriprise Financial Services, Inc. September 2002 - Present
Skills
Responsiveness, Attention to Detail, Risk Management, Relationship Building, Ability to Listen, Client Experience, Strategic Partnerships, Analytical, Strategic Planning, Business Planning, Diligence, Prudence, Education Planning, Client Relationships, Employee Benefits
Education
University of New Hampshire 1998 — 2002
Bachelor's Degree, Business Administration, Finance, Economics
College for Financial Planning
MSFP, CRPC®, CMFC®, Advanced Financial Planning
The American College
ChFC®, CLU®, Advanced Financial Planning
Ameriprise Financial Services, Inc. March 2006 - Present
Education
College for Financial Planning 2012 — 2012
APMA (Accredited Portfolio Management Advisor)
Kaplan University 2011 — 2011
CFP® (Certified Financial Planner)
National Institute of Certified Estate Planners 2010 — 2010
CEP® (Certified Estate Planner)
College for Financial Planning 2007 — 2007
CRPC® (Chartered Retirement Planning Counselor)
The University of North Dakota 1999 — 2003
BBA
YMCA 2012 - Present
Ameriprise Financial Services, Inc. May 1987 - Present
Rice University June 2006 - June 2011
University of St. Thomas-Houston 2004 - 2009
Olde Discount Stockbrokers 1987 - 1999
Education
College for Financial Planning 2003 — 2004
Certified Financial Planner™, Chartered Retirement Planning Counselor™
The University of Texas at Austin 1981 — 1985
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. November 1998 - Present
Education
American College
College for Financial Planning
Rochester College
Ameriprise Financial Services, Inc. August 1996 - Present
Education
College for Financial Planning 2012 — 2013
Pearland High School
Sam Houston State University 1992 — 1996
BBA, Finance
Kaplan University 2011 — 2011
Certificate in Financial Planning
Ameriprise Financial September 2002 - Present
Ameriprise Financial Services, Inc. October 2005 - December 2006
Hills Bank & Trust May 2000 - May 2002
University of Iowa May 1999 - May 2000
Skills
Client Management, Attention to Detail, Business Planning, Analytical, Ability to Listen, Relationship Building, Community Relations, Coaching, Client Relationships, Business Strategy, Leadership, Ethical character, Decision-making, Customer Experience, Skilled Communicator
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
B.S. Business Management, Business & Psychology
Ameriprise Financial Services, Inc. December 2003 - Present
American Express Financial Advisors 2003 - 2006
American Express Financial Advisors 2002 - 2003
Education
The American College 2013 — 2013
Charter Life Underwriter, Insurance
The American College 2004 — 2008
ChFC, Financial Planning
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Financial Planning and Services
Seton Hall University 1996 — 1998
MBA
US Coast Guard Academy 1990 — 1995
Bachelor of Science, Civil Engineering
Ameriprise Financial Services, Inc. December 1995 - Present
Marine Corps Recruiting December 1990 - December 1994
Education
College for Financial Planning 2009 — 2010
Retirement Planning
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC December 2011 - Present
NYLIFE Securities LLC, New York Life Insurance Company December 2011 - March 2014
PNC Investments March 2009 - December 2011
Ameriprise Financial Services, Inc. January 2006 - March 2009
Skills
Retirement, Retirement Planning, Financial Services, Securities, Estate Planning, Investments, Finance, Insurance, FINRA, Personal Finance, IRAs, Analysis, 401(k) Rollovers,..., Small Business..., Wealth Preservation,..., Financial Planners, Small Business, Mutual Funds, Leadership, Financial Advisory, Life Insurance, Customer Service
Education
University of Maryland University College 2011 — 2013
"Master of Business Administration", Business Administration, Management and Operations, 4.0
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Retirement Planning, A
Princeton University 1973 — 1977
Bachelor of Science (B.S.), Biology, General, 3.5
Ameriprise Financial Services, Inc. October 2013 - Present
Skills
Business Planning, Risk Management, Strategic Planning, Analytical, Business Strategy, Insurance Broker/agent, Employee Benefits, Education Planning, Client Management
Education
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning
University of Maryland College Park
Bachelor of Science, Finance
Lakenheath High School, Lakenheath, England
Ameriprise Financial Services, Inc. August 2003 - Present
Education
College for Financial Planning 2010 — 2010
CRPC certification, Financial Planning
Coastal Carolina University 1998 — 2002
BS, Marketing
Central Bucks High School East 1995 — 1998
Ameriprise Financial Services, Inc. September 2004 - Present
Education
Oakland University
Economics and Finance
College for Financial Planning
Retirement Planning and Portfolio Management
Ameriprise Financial Services, Inc. June 1987 - Present
Education
College for Financial Planning
Certified Financial Planner
University of Delaware
BS, Business Administration
Ameriprise Financial Services, Inc. March 2014 - April 2015
LPL Financial November 2012 - March 2014
Hartford Financial Services Group October 2011 - October 2012
MassMutual Financial Group January 2011 - August 2011
Principal Financial Group March 2006 - January 2011
United States Navy and Naval Reserve August 1986 - March 2007
Great-West Financial April 2004 - April 2006
MassMutual Financial Group June 2000 - April 2004
Skills
Wealth Accumulation..., Estate Planning, Asset Allocation, Brokerage Accounts, 401 (k), 403 (b), SEP &..., Variable Annuities, Roth IRA, Traditional IRA, Informal Business..., business continuation..., Business Overhead..., Buy-sell Agreements, buy-sell review, Charitible giving, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, Series 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, College Funding..., Term Life Insurance, Universal Life Insurance, Fixed Annuities, Whole Life Insurance, Whole Life, Financial Advisory, IRAs, 403 b, Disability Insurance, Fixed Income, FINRA, Investments, Investment Management, Wealth Management, Retirement Planning
Education
The American College 2007 — 2014
Investment, Insurance and Estate Planning
College for Financial Planning 2005 — 2005
Mutual Funds and Investment Companies
Northwest University
Business
Ameriprise Financial Services, Inc. January 2015 - Present
Waddell & Reed June 2014 - January 2015
Jauregui Architect Builder Interiors June 2013 - June 2014
Trey Jordan Architecture August 2007 - August 2011
Education
The University of Texas at Austin 2011 — 2013
Master's Degree, Architecture
University of Arizona 1999 — 2003
Bachelor’s Degree, Architecture, Magna Cum Laude
College for Financial Planning
Ameriprise Financial Services, Inc. December 1993 - Present
Stewart-Peterson Inc. 1989 - 1993
Education
University of Wisconsin-Milwaukee 1983 — 1988
B.B.A., Finance
College for Financial Planning
Ameriprise Financial Services, Inc. May 2015 - Present
Colby-Sawyer College September 2013 - May 2015
Ameriprise Financial Services, Inc. September 2013 - May 2015
FPT Securities JSC (FPTS) May 2012 - August 2014
EY July 2013 - September 2013
Skills
Microsoft Office, Data Analysis, Financial Accounting, Statistics, Finance, Access, SPSS, Critical Thinking, Calculus, Problem Solving, Physics, Photoshop, InDesign, Investment Management, Creativity, Ballroom Dance, Illustrator, PowerPoint, Microsoft Excel, Microsoft Word, Business Strategy, Research, Public Speaking
Education
Colby Sawyer College 2011 — 2015
Bachelor of Science (BS), Accounting and Finance. Mathematics Minor, 3.70/4.00
Hanoi-Amsterdam High School For The Gifted 2007 — 2010
Physics
Bank of America Merrill Lynch May 2015 - Present
Schricke & Associates, Advisory Consulting Solutions January 2013 - May 2015
Merrill Lynch April 2013 - December 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. July 2008 - August 2011
Morgan Stanley February 2007 - March 2008
Skills
Dynamic Speaker, Strategic Consulting, Strategic Financial..., Agent for Change, Digital Strategy, Social Media Marketing, Branding & Identity, Content Writing, Business Development, Client Aquisition, Value Propositions, Increased Profitability, Practice Management, Increasing Operational..., Advisor Development, Keynote, Series 63, Series 7, Leadership, Management, Finance, Retirement Planning, Portfolio Management, Securities, Financial Advisory, Financial Services, Insurance, 401k, Financial Planning
Education
Oakland University 1998 — 2000
B.A., English & French Language & Literature
San Diego State University-California State University 1987 — 1989
International Finance
College for Financial Planning
Ameriprise Financial Services, Inc. December 2006 - Present
Foundation for Investor Education September 2009 - Present
Ameriprise Financial 2002 - December 2006
The Media Group September 1998 - April 2002
The Media Group 1997 - 1998
Education
University of Connecticut 1998 — 2001
The American College 2010 — 2011
CHfC, Chartered Financial Consultant
The American College 2003 — 2005
CFP, CERTIFIED FINANCIAL PLANNER program
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Fairfield Prep
Salo LLC May 2015 - Present
Alessi CPAs March 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - February 2014
Orbital ATK October 2008 - February 2011
Deloitte October 2006 - September 2008
Skills
Financial Analysis, Financial Reporting, Accounting, Process Improvement, SOX, Account Reconciliation, Proficient at Microsoft..., Deltek Costpoint..., PAM for Investments,..., Auditing, Internal Controls, General Ledger, Revenue Recognition, Investments, System Implementations, Finance
Education
Cleveland State University
Master's of Accountancy
St. Cloud State University
Bachelor of Arts (B.A.)
Synergy Wealth Management April 2009 - Present
Ameriprise Financial Services, Inc. November 2006 - March 2009
Ameriprise Financial June 2004 - October 2006
American Express Financial Advisors December 2003 - June 2004
Education
College for Financial Planning 2008 — 2009
CRPC, Chartered Retirement Planning Counselor
Minnesota State University, Mankato 2001 — 2002
Certificate in Financial Planning
University of Minnesota-Twin Cities 1991 — 1998
Bachelor's, Economics
Ameriprise Financial Services, Inc. April 2010 - Present
Education
Virginia Polytechnic Institute and State University 2002 — 2005
Marketing Management, Business, Marketing, Advertising
College for Financial Planning
Certified Financial Planning
Special Inspector General for Afghanistan Reconstruction June 2014 - Present
Colgate University 2010 - May 2014
Special Inspector General for Afghanistan Reconstruction May 2013 - February 2014
Special Inspector General for Afghanistan Reconstruction June 2013 - August 2013
Citizens to Elect Brad Toft June 2012 - August 2012
Ameriprise Financial Services, Inc. June 2011 - August 2011
Skills
Report Writing, Policy Analysis, English, Research, Teamwork, Public Speaking, Customer Service, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Program Management, Editing, Data Analysis
Education
Colgate University 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Cushing Academy
Bachelor of Arts
Ameriprise Financial Services, Inc. 2014 - Present
AXA Advisors 2002 - 2014
Education
University of Pennsylvania - The Wharton School
Executive Retirement Planning Program
Georgetown University
Executive Certificate, Financial Planning and Services
College for Financial Planning
Accredited Asset Management Specialist
Towson University
Bachelor of Science (B.S.), Business Administration, concentration in Finance
Loyola Blakefield 1988 — 1994
USAA July 2013 - Present
USAA January 2007 - Present
Investment Professionals, Inc. May 2006 - January 2007
Ameriprise Financial Services, Inc. May 2002 - May 2006
Skills
Wealth Management, Financial Planners, Financial Services, Financial Goals, Estate Law, Sales, IRAs, Retirement Planning, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k Rollovers, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Annuities
Education
Certified Financial Planner Board of Standards, Inc.
CFP®, Certified Financial Planner Professional Designation
College for Financial Planning
Masters of Science, Personal Financial Planning
Nat'l Assoc Estate Planners & Councils
AEP®, Accredited Estate Planner Professional Designation
American Bankers Assoc. Institute of Certified Bankers
CTFA®, Certified Trust and Financial Advisor Professional Designation
The American College
ChFC® & CLU®, Chartered Financial Consultant & Chartered Life Underwriter Professional Designation
Cannon Financial Institute
CWS®, Certified Wealth Strategist Professional Designation
Texas A&M University
Agricultural Business & Mgmt
Texas State University
Bachelors of Science, Agriculture-Business & Management
George West High School
HS Diploma
Lures By Design January 2008 - Present
UBS September 2007 - December 2008
ProMatch May 2008 - November 2008
Smith Barney December 2003 - September 2007
Ameriprise Financial Services, Inc. 1994 - 1995
Education
College for Financial Planning 1995 — 1996
on hold, CFP designation
Ameriprise Financial Services, Inc. July 2014 - Present
Calvert Investment Management March 2011 - June 2014
The Kogod School of Business at American University 2013 - 2014
Westrock Investment Advisors 2010 - 2011
Credit Suisse Group 2005 - 2009
Credit Suisse Group - Swiss American Securities 1998 - 2005
CIBC Oppenheimer 1996 - 1998
Lehman Brothers, International 1995 - 1996
Cowen & Company January 1991 - September 1993
Skills
Mentoring, Portfolio Optimization, Equities, Asset Management, Valuation, Portfolio Management, Investments, Financial Modeling, Equity Research, Financial Analysis, Financial Markets, Economics, ESG Integration, Supervisory Skills, Writing, Investment Valuation, Trading, Emerging Markets, Sustainability, FX Options, Finance, Corporate Finance, Series 7, Financial Services, Fixed Income, Analysis, Strategic Financial..., Supervising, Non-profit Volunteer, Financial Planning, Strategy
Education
University of Virginia Darden School of Business 1993 — 1995
MBA, Finance, Business
Budapest University of Economic Sciences 1994 — 1994
Certificate, Economics
Colgate University 1985 — 1989
BA, Economics & Political Science, double major
Ameriprise Financial Services, Inc. March 2011 - Present
Education
College for Financial Planning 2014 — 2015
CRPC - Chartered Retirement Planning Counselor, Financial Planning and Services
Universidade Federal do Espírito Santo 2009 — 2010
Portuguese Language and Literature
Montclair State University
Bachelor of Science (BS), Marketing
USAA Wealth Management August 2014 - Present
Cuso Financial Services L.P. at Community First Credit Union 2012 - August 2014
ITT Technical Institute March 2012 - March 2013
Ameriprise Financial Services, Inc. 2007 - 2012
Skills
Wealth Management..., Retirement Planning, Investments, Estate Planning, Insurance
Education
Liberty University 2005 — 2008
B.S. Business, Finance
College for Financial Planning
Masters in Financial Planning, Financial Planning
College for Financial Planning
CFP, Financial Planning
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - April 2015
Ameriprise Financial February 2010 - January 2014
Ameriprise Financial March 2009 - February 2010
GE Commercial Finance January 2008 - January 2009
GE Commercial Finance July 2006 - January 2008
Ecolab January 2005 - July 2006
Ecolab July 2002 - December 2004
University of Wisconsin-River Falls September 1998 - December 2002
Education
University of Wisconsin-River Falls 1998 — 2003
Bachelor of Science (BS), Marketing Communications
College for Financial Planning
Ameriprise Financial Services, Inc. 2004 - Present
Education
University of Pittsburgh
BS; Finance
College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER
Institute of Business and Finance
CFS®, Certified Fund Specialist®
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Frugal Jen December 2014 - Present
Clinton Continental, Inc. September 2007 - November 2012
Ameriprise Financial Services, Inc. January 2007 - July 2007
Collectors Universe October 2000 - August 2003
Specialized Sales Corporation March 1999 - February 2000
Community Chem-Dry May 1995 - January 1999
Skills
Strong interpersonal..., Close Attention to..., Highly Adaptive, Meet Deadlines, Proactive self-starter, Customer Oriented, Dispute Resolution, Oral & Written..., Highly Organized &..., Builds Relationships, Dependable Team Player, Drive to Succeed, Efficiency, Microsoft Excel, Microsoft Word, Outlook, Navision, Data Entry, Database Maintenance, General Ledger, A/R collections, Letters of Credit, Accounts Receivable, Cash Receipts, General Office..., Dreamweaver, Corel Painter, Troubleshooting, Information Technology, Office Equipment, Computer Repair, Accounting
Education
Riverside Community College 2008 — 2009
Sociology
Coastline Community College 1992 — 1993
Business Administration and Management, General
Fountain Valley High 1988 — 1992
Diploma, General Studies / Business Management
Junior League of Minneapolis June 2013 - Present
Tiger Oak Publications December 2011 - Present
MacPhail Center for Music August 2011 - Present
Junior League of Minneapolis June 2011 - Present
Orono Foundation for Education June 2011 - December 2013
Ameriprise Financial Services, Inc. August 2003 - August 2004
Caribou Coffee June 2002 - August 2002
Deloitte Consulting 1997 - 1999
Skills
Strategic Communications, Non-profits, Volunteer Management, Blogging, Program Development, Social Media, Fundraising, Nonprofits, Public Speaking, Editing, Event Management, Philanthropy, Marketing Strategy, Marketing, Grant Writing, Annual Giving, Budgets, Marketing Communications, Strategic Planning, Fundraisers, Public Relations, Social Media Marketing, Community Outreach, Event Planning, Customer Service, Grants, Leadership
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (MBA)
Loomis Chaffee 1989 — 1992
Colby College
B.A., English, Business
Northeast Georgia Health System July 2014 - Present
Northeast Georgia Health System May 2014 - July 2014
Ameriprise Financial Services, Inc. July 2012 - May 2013
Ameriprise Financial Services, Inc. 2010 - July 2012
Ameriprise Financial November 2009 - July 2012
H&R Block Financial Advisors June 2005 - November 2009
Gwinnett County Public Schools August 2004 - May 2005
Skills
Marketing, Series 7, Fixed Annuities, Mutual Funds, Insurance, Bonds, Financial Advisory, FINRA, Uniform Combined State..., ETFs, Retirement Planning, Wealth Management, Securities, Retirement, Series 63, Leadership, Investments
Education
College for Financial Planning
Chartered Retirement Planning Counselor
North Georgia College and State University 2000 — 2004
Accounting and Finance, Business, 3.84/4.00
Collins Hill High School 1996 — 2000
High School
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial October 2009 - Present
Ameriprise Financial June 2005 - September 2009
American Express November 1994 - June 2005
Citicards January 1983 - October 1994
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
Colgate University 1974 — 1978
Ameriprise Financial Services, Inc. June 2003 - Present
Education
Colgate University
Ameriprise Financial Services, Inc. September 2014 - Present
Ledford Financial, Inc. January 2002 - Present
Ledford Wealth Management July 2002 - September 2014
Change Microfund, Inc. December 2008 - December 2010
Education
College for Financial Planning 2004 — 2006
Certified Financial Planner
University of Central Florida - College of Business Administration 1986 — 1989
Bachelor of Science (BS), Finance, General
University of North Texas 1984 — 1986
None, Music
lake howell high 1980 — 1984
Ameriprise Financial Services, Inc. March 2006 - Present
Pulp Productions, LLC 2002 - 2005
CollinsWoerman June 1997 - August 2002
G2 Architecture 1998 - 2000
Education
The American College 2013 — 2014
RICP Designation
Corporation for Long-Term Care 2012 — 2012
CLTC Designation
College for Financial Planning 2006 — 2007
CRPC
Loyola Marymount University 2001 — 2005
O'Dea High School
Ameriprise Financial Services, Inc. December 1990 - Present
Education
College for Financial Planning
Camden County College
Rutgers University
Ameriprise Financial Services, Inc. March 2000 - Present
Education
The American College 2006 — 2007
Chartered Financial Consultant
College for Financial Planning 1997 — 2001
Certified Financial Planner
Life University 1988 — 1991
Doctorate
Ameriprise Financial Services, Inc. March 1991 - Present
Education
College for Financial Planning 1988 — 1990
CFP, Financial Planning and Services
KGS-Alpha Capital Markets, L.P. May 2015 - Present
Tripoint Global Equities, LLC May 2014 - May 2015
Ameriprise Financial Services, Inc. August 2012 - December 2012
Boston Metal Exchange LLC July 2012 - August 2012
Hayes Group, LLC February 2012 - May 2012
Skills
Finance, Microsoft Office, Leadership, Research, Management, Financial Analysis, Strategy, Investments, Social Media, Market Research, Program Management, Team Management, Data Analysis, Financial Reporting, Corporate Finance, VBA
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Finance
Investment Banking Institute 2013 — 2013
Colby Sawyer College 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Foreign Trade University, Hanoi, Vietnam 2008 — 2009
Finance
Hanoi-Amsterdam High School for the Gifted 2005 — 2008
Ameriprise Financial Services, Inc. October 2014 - Present
Ameriprise Financial Services, Inc. July 2014 - October 2014
Automotive Systems Warehouse, Inc. April 2012 - July 2014
S & S Supply, LLC July 1995 - April 2012
3M Company May 1987 - June 1995
Education
College for Financial Planning 2013 — 2016
University of Dayton 1990 — 1994
Master of Business Administration (M.B.A.), Business/Commerce, General
Rhodes College 1983 — 1987
Bachelor's degree, Business Administration and Management, General